+254.0%
THC vs HBM
+349.4%
-95.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.7% |
| 7D | -0.7% | -6.4% | +5.7% | +0.3% |
| 30D | +1.3% | +5.9% | -4.6% | +0.1% |
| 3M | +64.2% | -8.9% | +73.2% | +65.2% |
| 6M | +8.3% | +10.7% | -2.4% | +4.2% |
| YTD | +33.4% | +38.3% | -4.9% | +22.3% |
| 1Y | +37.7% | +121.3% | -83.7% | +14.3% |
| 3Y | +236.8% | +450.6% | -213.8% | +120.5% |
| All | +254.0% | +349.4% | -95.4% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling